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Baron Growth Fund (BGRFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0682782091

CUSIP

068278209

Inception Date

Dec 30, 1994

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

BGRFX has a high expense ratio of 1.29%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Baron Growth Fund (BGRFX) returned -6.16% year-to-date (YTD) and -10.96% over the past 12 months. Over the past 10 years, BGRFX returned 1.32% annually, underperforming the S&P 500 benchmark at 10.45%.


BGRFX

YTD

-6.16%

1M

3.05%

6M

-19.32%

1Y

-10.96%

5Y*

2.41%

10Y*

1.32%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of BGRFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.09%-3.05%-3.31%-5.40%3.66%-6.16%
20240.86%2.23%2.28%-10.05%1.84%0.12%6.06%3.02%1.65%-3.09%6.60%-15.57%-6.31%
20239.15%-0.81%-0.41%0.33%-2.52%4.95%3.24%-2.65%-4.22%-6.04%8.58%3.55%12.55%
2022-12.60%-1.83%0.94%-9.67%-2.91%-7.36%11.38%-5.36%-6.71%11.71%6.77%-11.35%-26.83%
2021-2.12%4.18%-1.08%6.59%-1.68%2.80%2.72%3.93%-3.00%7.26%-11.75%4.31%11.11%
20203.27%-6.30%-19.75%12.84%10.51%2.16%7.51%5.03%-1.81%-1.77%10.01%6.72%26.47%
201910.71%7.31%2.35%6.01%-4.86%6.04%0.83%-0.36%-1.21%2.94%0.87%0.83%35.13%
20185.08%-3.92%1.43%0.42%5.03%2.34%3.03%7.16%-2.31%-10.52%-3.56%-12.14%-9.61%
20172.20%5.69%2.15%4.02%1.42%0.46%1.80%-1.27%2.65%3.01%-8.25%-0.24%13.75%
2016-6.71%0.42%7.01%0.98%1.88%0.43%3.28%2.08%-2.77%-4.72%-6.97%-0.02%-5.90%
2015-0.93%3.95%1.64%-2.52%1.14%0.24%1.16%-7.05%-2.92%4.21%0.08%-11.18%-12.52%
2014-3.69%5.72%-1.60%-2.92%-0.27%3.83%-4.87%4.74%-2.99%4.07%2.10%-3.47%-0.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BGRFX is 4, meaning it’s performing worse than 96% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BGRFX is 44
Overall Rank
The Sharpe Ratio Rank of BGRFX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of BGRFX is 44
Sortino Ratio Rank
The Omega Ratio Rank of BGRFX is 44
Omega Ratio Rank
The Calmar Ratio Rank of BGRFX is 55
Calmar Ratio Rank
The Martin Ratio Rank of BGRFX is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Baron Growth Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: -0.49
  • 5-Year: 0.11
  • 10-Year: 0.06
  • All Time: 0.36

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Baron Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


Baron Growth Fund doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Baron Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Baron Growth Fund was 58.19%, occurring on Mar 9, 2009. Recovery took 523 trading sessions.

The current Baron Growth Fund drawdown is 33.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.19%Oct 11, 2007353Mar 9, 2009523Apr 4, 2011876
-41.14%Feb 20, 202023Mar 23, 2020107Aug 24, 2020130
-40.69%Nov 8, 2021857Apr 8, 2025
-37.23%Apr 6, 1998134Oct 8, 1998127Apr 5, 1999261
-30.4%Sep 5, 201877Dec 24, 2018147Jul 26, 2019224

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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